Consilia
Competent and experienced
The Consilia team supports you with advice and assistance in the formation and structuring of companies and corporate forms from A to Z. We provide you with expert advice on relevant legal and compliance obligations, prepare benefit analyses and support you with the organization and administration as well as the administrative and secretarial tasks of your companies.
We work with you to find the simplest and most efficient way to structure and protect your assets in the long term. This enables you to preserve your assets for generations to come. We always act competently, carefully and in your best interests.
We communicate openly and take relevant action.
Portfolio management
The challenge.
Efficient wealth creation: a continuous process.
Wealth creation is a continuous process based on precise analyses and good decisions. This allows an efficient portfolio to be created. Even the smallest mistakes or an increased cost structure can have devastating long-term effects. These inefficiencies often only become apparent years later. And this is despite the fact that common practices and applicable regulations have been adhered to.
Why are precise analyses crucial? Precise analyses are at the heart of successful wealth creation. They help you to make informed decisions and optimize your portfolios. Without this accuracy, even the smallest discrepancies could lead to major financial losses.
Avoid inefficient cost structures! An increased cost structure can significantly impair the efficiency of your portfolio. By avoiding unnecessary costs and ensuring lean management, you can maximize the success of your wealth creation.
Long-term effects of small mistakes! Small mistakes in asset accumulation can have major long-term consequences. These destructive effects often only become apparent years later, so avoiding mistakes at an early stage is crucial.
Conformity with practices and regulations. Despite compliance with common practices and applicable regulations, inefficiencies can occur. It is important to think sustainably and pursue innovative approaches. This can lead to long-term success.
Portfolio development (at 4.5 % p.a.)
Most of our clients who do not manage their own assets and do not deal intensively with the subject are unable to assess the relative performance of their portfolio themselves. They are also often unable to gain an overview of the investments they own due to the lack of transparency of many collective investments.
Different types of fees from different parties do not make it any easier for you to maintain an overview. In addition to being very time-consuming, it is hardly possible without the appropriate tools.
The diagram shows assets of CHF 3,000,000 invested at an average rate of 5% p.a. over 25 years. With a cost reduction from 2 % to 1 %, a difference of CHF 720,000 can be seen.
Benefit from Consilia’s expertise
We support you with our expertise in independent wealth creation and protection. With precise analyses and efficient, independent strategies. With advice and action.
Rely on our expertise
Consilia supports you in avoiding or correcting errors in the future and thus securing your financial future.
Our detailed offers:
Consulting
We examine specific components of the portfolio selectively, according to individual requirements.
For example, we are investigating:
- Transaction costs
- Currency exchange spread
- Fund analysis
One-time
Optimize & inform
Portfolio analysis
With the portfolio analysis, we examine all aspects of the portfolio in depth and comprehensively. We provide the results in a clear report that covers the portfolio structure, costs, risk and return. The report makes specific recommendations regarding inefficiencies and their optimization potential.
One-time
Optimize & inform
Monitoring
Based on a comprehensive portfolio analysis, we can develop the next steps and optimize the portfolio. Optimization measures are reviewed and continuous improvements are proposed as part of ongoing monitoring. Ongoing reports and regular performance watcher reports are included in the monitoring.
Continuous
Optimize & inform
Consilia Investment Controlling
Performance report
The Consilia performance report shows the risk and return ratio of your portfolio. Interpreting performance is a science in itself.
The performance report provides an overview. We use a reference portfolio to create a comparable risk profile for you. Based on this, a relative assessment of the performance can be made.
This is where our expertise and experience come into play. We will provide you with individually tailored advice and an open, transparent and neutral assessment.
Consilia Investment Controlling
Portfolio analysis
With portfolio analysis, we create the urgently needed transparency and basis that you need for future optimizations. Specialized in these areas, equipped with the latest tools and with the necessary eye for detail, we analyse your portfolio professionally and provide you with valuable knowledge.
- Checking the contractual agreements
- Compliance with the defined investment bandwidths
- Portfolio screening
- Transparent presentation of collective investments
- Performance and risk assessment
- Review of fee structures
- Detailed cost overview
Portfolio Health Check
Consilia Investment Controlling
Portfolio monitoring
Consilia’s portfolio monitoring offers continuous monitoring of investment guidelines, risk/return ratios and selective analyses of specific topics.
By means of portfolio monitoring, Consilia will act as a long-term partner to optimize your portfolio. We can analyze not only the current situation of your portfolio, but also how your portfolio is developing. We check whether our recommendations have been implemented correctly.
This offers you new, far-reaching advantages. This enables us to create constant added value for you and your assets.